Brings experience in real estate tax mitigation and advanced estate planning, and works primarily with individuals holding immigrant backgrounds, predominantly from India.
Joined Lido: 2025
Homebase: San Francisco, CA
Professional Focus: He has seen firsthand how easy it can be to undo years of diligent saving with only a few years of suboptimal choices. Ben’s focus is to be a guardrail for his clients to ensure that their personal financial goals are on track to be met.
Education: B.S., Business Economics, University of California, San Diego
Previous Work Highlights: Served as a Financial Advisor at Northwestern Mutual where he offered comprehensive financial planning for a diverse set of clients.
Personal Facts: A self-proclaimed cinephile, he enjoys spending his time discovering new films and revisiting old favorites. He also spends time practicing jiu-jitsu, playing lacrosse, furthering his knowledge reading personal finance books, and going to standup comedy shows.
